Last week, I was interviewed by a top law firm consulting group. The firm was interested in my over 21 years of experience providing retirement plan investment advice to legal professional clients. The dialogue of the interview reminded me of a common concern voiced...
Congratulations. In the last two weeks, you most likely have received a record high company 401(k) statement in your mailbox. Maybe you even cheated and looked online earlier in the month. Record high stock market prices near the end of December earned you...
My son graduated last May from Notre Dame with a Business Masters Degree. He was fortunate enough to find his first job in this pandemic economy and is working from home. My daughter is in her second year of three-year Doctor of Physical Therapy graduate program. She...
The investment management concept of rebalancing can be found everywhere in the financial media. Most financial advisors can talk for several minutes, uninterrupted, about the merits of rebalancing. The year-end reminders to rebalance are out in full force over...
Many of my individual company 401(k) investment advice clients have been overwhelmed with work and personal duties over the last few months. The COVID-19 chaos has only added to the “work from home” stress and anxiety each day. The need to prioritize work time and...
At the core of my investment advisory work with individual company 401(k) retirement plan participants lies the concept of Relative Strength. My primary investment management objective is to advise my client to remain invested in the handful of mutual fund options...
